Latest Institutional Sells of Energy Sector Spdr (XLE)
This list provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.36K- 30.76% |
$117K - $128K
|
3.06K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-1.36K- 30.93% |
$116K - $127K
|
3.03K
$259K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.35K- 4.05% |
$115K - $127K
|
31.9K
$2.72M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.35K- 5.54% |
$115K - $126K
|
23K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 6.07% |
$114K - $125K
|
20.6K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 12.86% |
$111K - $121K
|
8.76K
$748K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.28K- 3.03% |
$109K - $120K
|
40.9K
$3.49M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-1.27K- 0.6% |
$109K - $120K
|
211K
$18M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.27K- 3.51% |
$109K - $119K
|
34.9K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.27K- 7.88% |
$109K - $119K
|
14.8K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.27K- 5.09% |
$108K - $119K
|
23.6K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.26K- 3.98% |
$108K - $119K
|
30.5K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.25K- 2.44% |
$107K - $118K
|
50K
$4.27M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.24K- 2.64% |
$106K - $117K
|
45.9K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.23K- 21.06% |
$105K - $115K
|
4.61K
$393K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 2.3% |
$105K - $115K
|
51.9K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.22K- 14.54% |
$105K - $115K
|
7.17K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.22K- 7.43% |
$104K - $114K
|
15.1K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.21K- 46.83% |
$104K - $114K
|
1.38K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.21K- 1.65% |
$104K - $114K
|
71.9K
$6.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.21K- 24.43% |
$104K - $114K
|
3.74K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.21K- 14.34% |
$104K - $114K
|
7.22K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 12.81% |
$103K - $112K
|
8.15K
$696K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.19K- 15.12% |
$102K - $112K
|
6.68K
$570K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.19K- 12.22% |
$102K - $112K
|
8.54K
$729K
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.19K- 23.69% |
$102K - $111K
|
3.82K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.16K- 14.69% |
$99.6K - $109K
|
6.75K
$576K
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.16K- 25.04% |
$99.1K - $109K
|
3.46K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 2.37% |
$98.5K - $108K
|
47.4K
$4.04M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.15K- 9.97% |
$98.1K - $108K
|
10.3K
$883K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
SELL
|
- |
-1.13K- 21.22% |
$96.9K - $106K
|
4.2K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.11K- 8.71% |
$95.2K - $104K
|
11.6K
$995K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.11K- 29.31% |
$95.1K - $104K
|
2.68K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.11K- 2.24% |
$94.7K - $104K
|
48.3K
$4.12M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.1K- 9.89% |
$93.9K - $103K
|
9.99K
$853K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.08K- 31.45% |
$92.3K - $101K
|
2.35K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-1.08K- 78.2% |
$92.2K - $101K
|
300
$25.6K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.66% |
$92.1K - $101K
|
39.3K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.05K- 11.79% |
$89.8K - $98.5K
|
7.84K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.38% |
$89.4K - $98K
|
29.8K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 1.68% |
$89K - $97.6K
|
60.8K
$5.19M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.03K- 15.71% |
$88.3K - $96.8K
|
5.53K
$472K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.03K- 16.77% |
$88.1K - $96.6K
|
5.1K
$436K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.02K- 23.28% |
$87.5K - $95.9K
|
3.37K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.02K- 7.24% |
$87K - $95.4K
|
13K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.01K- 22.35% |
$86.7K - $95.1K
|
3.52K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-999- 2.43% |
$85.6K - $93.9K
|
40.1K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-988- 16.11% |
$84.7K - $92.8K
|
5.15K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-987- 2.49% |
$84.6K - $92.7K
|
38.7K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-985- 37.74% |
$84.4K - $92.6K
|
1.63K
$139K
|